Atom Investors’s Builders FirstSource BLDR Stock Holding History

Atom Investors’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.4M	Buy	102,063 +50,902	+99%	+$5.44M	0.6%	18
2025 Q4	$5.26M	Buy	51,161 +10,644	+26%	+$1.2M	0.42%	60
2025 Q3	$4.91M	Buy	+40,517	New	+$5.38M	0.37%	73
2025 Q2	–	Sell	-2,380	Closed	-$297K	–	623
2025 Q1	$297K	Sell	2,380 -1,040	-30%	-$151K	0.04%	364
2024 Q4	$489K	Buy	+3,420	New	+$605K	0.06%	315
2024 Q3	–	Sell	-31,543	Closed	-$4.37M	–	475
2024 Q2	$4.37M	Buy	+31,543	New	+$5.35M	0.44%	71
2024 Q1	–	Sell	-10,597	Closed	-$1.77M	–	579
2023 Q4	$1.77M	Buy	+10,597	New	+$1.41M	0.31%	109
2023 Q3	–	Sell	-4,938	Closed	-$672K	–	439
2023 Q2	$672K	Buy	+4,938	New	+$549K	0.26%	85

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atom Investors's BLDR Position: Q1 2026 in Review

Atom Investors increased its Builders FirstSource (BLDR) stake by 99% in Q1 2026, buying an estimated $5.44M and bringing the position to 102,063 shares worth $8.4M. The position accounts for 0.6% of the portfolio, ranked #18.

Atom Investors first reported a position in BLDR in Q2 2023 and has held it in 8 quarters since. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Atom Investors held 102,063 shares of Builders FirstSource worth $8.4M as of Q1 2026.
Atom Investors bought 50,902 Builders FirstSource shares in Q1 2026, an estimated $5.44M.
Builders FirstSource made up 0.6% of Atom Investors's portfolio in Q1 2026, its #18 holding.
Atom Investors first reported a position in Builders FirstSource in Q2 2023 and has held it in 8 quarters since.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.